Microsoft office

Results-drive Credit Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Experienced Credit Manager knowledgeable about creditworthiness and document review. Highly effective at optimizing credit policies to balance profit and loss. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
· Medium-sized Corporate Companies (Main Branch) Contributed to team goals in a fast-paced setting.
· Monitored post-sale services and implemented efficient problem-solving techniques. Enhanced operational efficiency by streamlining processes, resulting in quicker response times to client queries.
· Created summaries to evaluate each client's engagement level and set targets for follow-up strategies. Expanded the company's client base by actively seeking new leads and converting them into long-term clients.
· Kept abreast of company offerings and industry trends. Selected appropriate products based on customer needs, specifications, and regulations.
· Cultivated strong client relationships by consistently delivering excellent customer service and addressing their requirements. Fostered partnerships with various internal teams including sales, finance, and operations to streamline processes.
· Managed ongoing customer relations to optimize customer retention.
· Participated in monthly sales meetings and quarterly sales training sessions. Performed effectively in a self-directed work environment, overseeing day-to-day operations and decisions. Aided in conflict resolution during partnership negotiations and acquisitions.
· Organized and led productive client meetings to discuss goals, review progress, and identify areas for enhancement. Reviewed overdue tickets and followed up with customer support staff to address the root cause of delays.
· Maintained and expanded relationships by playing a proactive, mobile, and value-adding partnership role. Developed, maintained, and utilized a diverse client base.
· Built and maintained close customer relationships through regular communication and visits. Supported the sales team in implementing sales strategies to achieve growth objectives and targets.
· Closely monitored market conditions to keep clients informed about potential opportunities or risks in their portfolios. Managed departmental call volume, handling a wide range of calls per day, and coordinated schedules for peak hour coverage.
· Identified key areas for process improvements within the department and implemented changes that reduced errors and increased efficiency.
· Communicated with clients via phone, email, and text to meet their needs and define expectations.
· Collaborated with managers to provide customer feedback and suggest operational changes to address emerging trends. Handled customer complaints, facilitated negotiations, and resolved issues to mutual satisfaction.
· Utilized Atlas software and CRM applications to record and track client interactions. Upheld established quality control standards and followed procedures for optimal customer interactions. Negotiated prices, sales terms, and service agreements.
· Provided top-notch customer service to internal and external customers to maximize satisfaction and business success. Nurtured lasting relationships with customers through effective communication and quick responses, leading to long-term loyalty and an expanded client base.
· Consulted with businesses to provide accurate product and service information. Developed training guides and conducted in-person and online training sessions to enhance customer user experience in the Atlas software environment.
· Offered ongoing support and education for clients on various products, services, policies, procedures, digital platform navigation, and more.
· Enhanced client satisfaction by effectively resolving issues, ensuring smooth transactions, and maintaining clear communication.
· Promoted the conversion of casual shoppers into customers through product knowledge and solutions tailored to meet customer needs.
· Provided knowledgeable and friendly support to customers throughout the shopping and purchasing process.
· Monitored metrics and derived actionable insights to enhance efficiency and performance. Maintained accurate and efficient records in the customer database.
· Increased sales by managing the full sales cycle from lead processing to conversion and closure. Managed a large client portfolio, monitoring accounts closely and providing personalized financial growth advice.
· Delivered superior customer service to strengthen relationships and drive future business revenue.
· Maintained detailed daily activity records in the online customer database.
· Met with existing customers to review current services and explore new sales opportunities. Improved client retention through regular check-ins, updates on account performance, and insights on market trends. Built a diverse and consistent sales portfolio. Contributed to event marketing, sales, and brand promotion efforts.
· Monitored, followed up on, and escalated cases to meet customer response commitments. Met with customers to understand their needs, offer tailored solutions, and close deals. Informed customers about current and new programs and services.
· Developed customer support strategies to enhance customer retention. Identified new business opportunities through cold calling, networking, marketing, and prospective database leads. Conducted thorough reviews of existing accounts to identify service gaps or upselling opportunities.
· Maintained detailed records of all client interactions for seamless future engagements. Collaborated with the sales team to collectively achieve targets, consistently meeting or exceeding personal quotas.
· Facilitated meetings and discussions between clients and cross-selling teams. Assisted customers in opening accounts and signing up for new services.
· Maintained clear and open communication channels with clients, colleagues, and stakeholders to ensure everyone was informed of relevant information.
· Addressed and responded to client and partnership management issues in collaboration with clients.
· Trained new employees on customer service, financial transactions, and organizational strategies. Used consultative techniques to understand customer needs and make strategic referrals to business partners.
· Kept abreast of evolving changes in the marketplace. Possessed excellent verbal and written communication skills.
· Demonstrated a proven ability to learn quickly and adapt to new situations. Skilled at working independently and collaboratively in a team environment.
· Displayed strong organizational and time management skills while managing multiple projects.
Accounting management
Microsoft office
CRM
Atlas
Finical
Swift